...
| Info |
|---|
This guide has been reviewed against our global client base and classed as relevant to |
...
all regions |
This article provides advice on how to add or edit
...
sources/advertising, applicant status/position & viewing feedback options following on AgencyCloud using the Setup Sources/Position/Feedback screen
This guide covers:
...
| Table of Contents | ||||
|---|---|---|---|---|
|
From AgencyCloud 12.
...
145+, a key contact can request access to the Setup Sources/Position/Feedback screen by contacting Reapit Support, click here to request this
...
| Note |
|---|
...
Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify |
1. Accessing the configuration option
...
Accessing Setup Sources/Position/Feedback screen
...
From main menu:
|
2. Adding and detailing the source
- Click Add
Fill in the following fields:
|
Source of enquiry & advertising options
| Info |
|---|
A source of enquiry can be entered on an applicant, vendor, landlord & contact record and used to report on to identify trends A source option can also be identified as an advertising publication to allow adverts to be logged against the publication |
From the Setup Sources/Position/Feedback screen:
To add new checks:
To edit an existing option:
The following settings are available: | |
Code | Leave blank - will be automatically added when saving |
Associated Records | Available once saved  Provides ability to see a list, by record type, where the source is currently set (i.e. by lettings/sales applicant, vendor or landlord) |
Name | Text displayed to users in the Source list and, when being used to log adverts, the Publications list (see next step) |
Advertising Publication | Tick this option if this source is also an advertising publication  |
Frequency | If this source is also to be used for logging adverts (see above), select the frequency for the publication |
Ad Sizes | If this source is also to be used for logging adverts (see above), ensure the correct sizes for this publication are entered in this field (comma separated) |
Department | If the source needs to be made exclusive to one |
...
/more |
...
Department, select Department(s) here - if not, leave blank |
Office |
...
If the source need to be made exclusive to one |
...
/more offices |
...
, select office name(s) here - if not, leave blank Office name(s) should also be entered if you want |
...
this source to appear |
...
...
3. Finalising the addition
Click Save
You may need to close and re-open the application for changes to take effect
...
...
Being able to access the configuration screen outlined below is dependent on having relevant security permissions in your Reapit software. This is usually limited to key contacts within your business.
...
in the initial Source list |
Applicant position & status options
Viewing feedback
Related articles
| Filter by label (Content by label) | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
...
|
...
|
| Excerpt | ||
|---|---|---|
| ||
How to add or edit |
...
sources/advertising, applicant status/position & viewing feedback options in AgencyCloud using the Setup Sources/Position/Feedback screen |